Viewpoints

VIEWPOINTS: Jimmy Douglas, Director of Alliances and Industry Relations, Smarsh; Do you know all you need to know about the brokers who work for your firm? Would you know if any of them have a criminal record, or have left a trail of customer complaints at firms they’ve worked for before?

VIEWPOINTS: Jimmy Douglas, Director of Alliances and Industry Relations, Smarsh; Do you know all you need to know about the brokers who work for your firm? Would you know if any of them have a criminal record, or have left a trail of customer complaints at firms they’ve worked for before?...More

VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Until we embrace new methods to make more reliable asset allocation choices, this equity market will keep its label as “the most unloved bull of all time.”...More

VIEWPOINTS: Ion Dan, Senior Structured Product Analyst and Trader, Delaware Investments; Following the use of unconventional monetary policy tools in response to the 2008 recession, Federal Reserve officials have emphasized the importance of establishing a new set of strategies for normalizing monetary policy....More

VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; The recent selloff in U.S. stocks is healthy and could set markets up to reach new highs by year end. Long- term investors should not fall victim to panic and sell....More

VIEWPOINTS: Robert Doll, Chief Equity Strategist and Senior Portfolio Manager, Nuveen Asset Management; Investors should continue to hold an overweight stance in equities over bonds in their portfolios....More

VIEWPOINTS: Burt White and Jeffrey Buchbinder, LPL Financial; Investors may begin to wonder if stock market valuations are signaling a larger impending market decline and possibly even the end of this bull market cycle....More

VIEWPOINTS: Bill Smead, Founder, Smead Capital Management; Aflac has a history of profitability, consistently gorgeous free cash flow and has generated huge wealth for shareholders. Still, current business negatives cause most investors to avoid shares of the company....More

Webinars and White Papers

Millennials stand to inherit $41 trillion but will any inherit you? Don’t assume you can work with the Millennial children the same way you did their parents. Learn what each generation is looking for in an advisor in this white paper....More

Now that active and passive strategies have learned to co-exist, investors need to know which active approaches truly deliver what is promised. Metrics like active share have become even more important, given the proliferation of strategies available....More

The following words may pop into your head when you think about life settlements: Confusing. Privacy concerns. Questionably legal. Unregulated. Or just plain creepy. Some of these ideas about life settlements stem from real concerns, while others are based on misconceptions or outdated information....More

Top financial advisors like you are continually looking for ways to protect and strengthen their practice. Attend our webinar to learn about four best-practice pillars for building a solid foundation for your practice....More